Getting Started with Clearstory
Rolling out Clearstory at your company? Here is what you need to get set up.
- I Was Invited By My General Contractor or Customer
- I Was Invited By My Subcontractor
- General Contractor Quick Start Guide
- Specialty Contractor Quick Start Guide
Managing Projects and Invites
- How to Create a New Project
- How to Invite Users in Your Company to a Project
- How to Invite or Add Your Customer to a Project in Clearstory
- How to Invite Subcontractors to Your Project
Managing Change Order Requests
- How to Create a Change Order Request (COR) in Clearstory
- How to Upload a Change Order Request (COR)
- How to Change the Status of a Change Order Request in the COR Log
- How to Navigate the COR Log
Creating and Managing T&M Tags
- Create a Time and Material Tag on the Clearstory Mobile App
- How to Review & Sign a T&M Tag
- How to Navigate the T&M Log
- How to Create a Time & Material Tag (T&M tag) on the Clearstory Website
Creating and Responding to Change Notifications
- How to Create and Send a Pricing Request Change Notification (CN)
- How to Respond to a Change Notification
Frequently Asked Questions
Answers to our most common questions.
- How to Change Your Password
- How to Create a COR from Multiple T&M Tags
- What are the permissions for each user Role?
- How to recreate an existing COR log in Clearstory.